Wisconsin Wealth Advisors, LLC
● SEC registered since 2025CRD 145946SEC# 801-133696Sun Prairie, WI
Reg. AUM
$157.6M
Employees
3
Accounts
290
Location
Sun Prairie, WI
Wisconsin Wealth Advisors, LLC assets under management
Wisconsin Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Sun Prairie, WI. The firm has been registered since 2025. It reports $157.6 million in regulatory assets under management and employs 3 people.
Wisconsin Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris Allen Swenson Control | Owner/Chief Compliance Officer/Investment Advisor Representative | Over 75% | 2015 |
Frequently asked questions
How much does Wisconsin Wealth Advisors, LLC manage?
Wisconsin Wealth Advisors, LLC reports $157.6 million in regulatory assets under management on its Form ADV.
How many employees does Wisconsin Wealth Advisors, LLC have?
Wisconsin Wealth Advisors, LLC reports 3 employees.
Where is Wisconsin Wealth Advisors, LLC located?
Wisconsin Wealth Advisors, LLC is based in Sun Prairie, WI and has been SEC-registered since 2025.
Does Wisconsin Wealth Advisors, LLC disclose fund performance?
Wisconsin Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1777 West Main Street, Suite 203, Sun Prairie, WI 53590 |
| Phone | 608-837-9099 |
| Fax | 608-825-6468 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.6M▲ 38%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$157.6Mregulatory AUM
Discretionary $154.7MNon-discretionary $2.9M